If you have selected iTransact -
If you have selected iTransact, when you click on the "Open Control Panel" option, your default Internet browser will open to the iTransact Merchant Login screen, shown below. Enter the Gateway ID and password that you received when you applied for your iTransact account and click on the "Continue" button.
After you have successfully logged in, the iTransact Transaction Control Panel interface will open as shown below:
All of the functions within the Transaction Control Panel are self-explanatory.
From the Secure Site Transaction Control Panel you can perform all of the necessary activities associated with your Secure Site, such as:
Account Settings - This new interface is available from your Control Panel. Most of your account settings can be viewed and changed from this interface, including email addresses, AVS settings, testing settings, etc. Changes you make to your account will be e-mailed to your contact email address as confirmation.
Check status of transactions by date or transaction number.
Setup Recurring Transactions - From the Transaction Listing, click on the XID of any transaction. You will be taken to the details page. If the transaction can be set as recurring, you will see a "Recur" button. From here you may update, change, or cancel the recurring information for the transaction.
RESTRICTIONS / CONSIDERATIONS
You may cancel a recurring transaction at any time by setting the remaining repetitions to zero.
The number of repetitions is only decremented after a successful transaction.
Recipes cannot be modified or deleted once they are created. However, you may change the recipe associated with specific transactions.
Email confirmation letters will be sent to the customer and merchant each time a recurring transaction takes place. The letter will include the history of the recurring transaction and the number or repetitions remaining.
Setup Credit Card, Check and EFT payments - Setup of your Secure Site processing options is accessed via the "Card Setup" button on the Control Panel shown above. You will be presented with a listing of Credit Card Processing Networks that are utilized by the Secure Site Processing network. Select the network which your Merchant Account Provider utilizes. (Consult the documentation which your Merchant Account Provider supplied to you when you signed up). Fill out the required information utilizing the documentation your Merchant Account Provider has provided you with. As each Credit Card network requires slightly different information, screen shots cannot be provided.
Post a Credit - DO NOT TRY TO POST A CREDIT unless you have checked the Transaction Listing FIRST. The Transaction Listing may be used to credit a customer's card in real-time. This applies to full and partial credits.
To do this, follow these steps:
1 - Create a Transaction Listing for the date(s) required.
2 - Find the original transaction on the listing.
3 - Press the "Void/Credit" button and follow the steps outlined.
Perform chargebacks - The chargeback interface enables you find specific transactions (XIDs) based on a credit card number and the transaction date.
Process a Credit Card or Check transaction manually - Manual transactions may be processed by clicking on the "Virtual Terminal" button, which will open the window shown below.
NOTE: You must have internet access in order to be able to access these functions.
If you have selected Plug'n Pay -
If you have selected Plug'n Pay,your default Internet browser will open to the Plug'n Pay "Log-In" screen shown below. Enter the Username and Password that you received when you applied for your Plug'n Pay account and click on the "Log-In" button.
After you have successfully logged in, the Plug'n Pay Control Panel interface will open as shown below:
From the various menus avail able from this screen, you can change your settings, change the appearance of your Plug'n Pay shopping cart, manually proccess transactions and perform many other functions. Read the Plug'n Pay Online Help screens to learn more.